Nbs Government Finance Group Employee Stock Ownership Plan And Trust — Form 5500 plan (Nbs Government Finance Group)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nbs Government Finance Group Employee Stock Ownership Plan And Trust is a benefit plan reported by Nbs Government Finance Group under EIN 33-0712512 and plan number 002. The latest loaded filing year is 2023. The filing reports 63 participants and $8,104,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nbs Government Finance Group
- EIN
- 33-0712512
- Plan number
- 002
- Plan type
- 2
- Location
- Temecula, CA
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $8,104,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20240830155057NAL0030372098001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,104,268
- Total liabilities (EOY)
- $1,274,550
- Net assets (EOY)
- $6,829,718
- Net assets (BOY)
- $5,986,857
Income & contributions
- Employer contributions
- $355,778
- Participant contributions
- $0
- Total income / additions
- $1,000,578
Expenses & distributions
- Benefits paid
- $27,663
- Administrative expenses
- $0
- Total expenses
- $157,717
- Net increase / (decrease)
- $842,861
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.